“we both thought the company was excellent in all aspects”
“Our meeting with Lisa was extremely productive and we appreciate her giving up time to travel north to meet with us.”
As an administrator, it is Aga’s role to make sure that everything runs smoothly and that clients are well taken care of in the absence of an adviser.
She lives with her two children, both of whom are at primary school and growing up far too quickly!
Aga bikes to work whatever the weather. She also regularly enjoys visits to the theatre and swimming pool, as well as travelling (especially back home to Poland to see family) and baking. Barely a week goes by without the team being treated to delicious Polish delicacies.
Favourite Part of the Job?
“Speaking with clients over the phone and preparing investment schedules for them.”
Worst Part of the Job?
“Having to wait ages for a provider to answer the telephone when their website is having updates.”